Hybrid Financial Experience Advisor Level IV - Brentwood at Clearview Federal Credit Union
Clearview Federal Credit Union · Brentwood, United States Of America · Hybrid
- Professional
- Office in Brentwood
- Perform opening/closing procedures and manage cash operations
- Assist members with all steps of the loan process, including credit review, documentation, and disbursal
- Handle teller transactions, shared branching, vault access, and balancing
- Make outbound calls to support member follow-up, promotions, and branch growth
- Process mail deposits, night bags, and coin shipments
- Become a certified notary and provide notary services
- Educate members on Clearview’s products & services
- Solve financial needs with smart, tailored solutions
- Represent Clearview at community and charity events
- 3-5 years of customer service or financial experience
- 2 years of experience in a Financial Experience Advisor / Relationship Banker role
- Certified and experienced NMLS preferred
- Great communication & relationship-building skills
- Quick learner, detail-oriented, open availability
- Driven by empathy, integrity, and growth
Monday - Thursday: 9am - 5pm
Friday: 9am - 6pm
Saturday: 9am - 2pm